Privacy Policy
Last updated: 30 September 2026
CIB Wealth Preservation respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect and use personal information when you visit our website or contact us.
Who we are
The data controller is:
CIB Wealth Management LLP
Beta House
Laser Quay
Culpeper Close
Rochester
Kent
ME2 4HU
Email: contact@cibwealth.com
For the purposes of this Privacy Policy, references to “CIB Wealth Preservation”, “we”, “us” or “our” refer to CIB Wealth Management LLP in connection with the CIB Wealth Preservation service and website.
Information we collect
When you contact us through this website or by email, we may collect information including:
- your name;
- your email address;
- your telephone number, if you choose to provide it;
- the type of service or subject you would like to discuss;
- the contents of your enquiry; and
- any other information you choose to provide to us.
We ask that you do not include sensitive personal, financial or identification information in your initial website enquiry.
Our website and hosting systems may also process limited technical information necessary for the operation and security of the website, such as IP addresses, browser information and server logs.
How we use your information
We may use your personal information to:
- respond to your enquiry;
- communicate with you about the services you are interested in;
- understand your requirements and determine how we may be able to assist you;
- take steps at your request before potentially providing services;
- administer and protect our website and systems; and
- comply with legal and regulatory obligations where applicable.
We do not use information submitted through the website enquiry form for unrelated marketing purposes unless there is an appropriate lawful basis for doing so.
Our lawful basis for using your information
Our lawful basis will depend upon why we are processing your information.
Where you contact us to enquire about services or ask us to take steps before potentially entering into an agreement with you, processing may be necessary to take steps at your request before entering into a contract.
We may also process limited personal information where necessary for our legitimate interests, including responding to general enquiries and maintaining the security and effective operation of our website, provided those interests are not overridden by your rights and interests.
We may process information where necessary to comply with a legal obligation.
Who we share your information with
We do not sell your personal information.
We may share personal information where necessary with organisations that provide services supporting our business, such as website hosting, email and IT service providers.
Where appropriate to your circumstances and with a proper basis for doing so, information may also be shared with professional advisers or other specialists involved in providing or supporting services to you.
We may disclose information where required by law, regulation or a competent authority.
International transfers
Some organisations that provide technology or communications services to us may process information outside the United Kingdom.
Where personal information is transferred internationally, we will take appropriate steps to ensure that the transfer is made in accordance with applicable UK data protection law.
How long we keep your information
We keep personal information only for as long as reasonably necessary for the purpose for which it was collected and to meet applicable legal, regulatory or business requirements.
The appropriate retention period will depend on the nature of your enquiry, whether you subsequently become a client, and any legal or regulatory obligations that apply.
Information relating to an initial enquiry that does not progress may be retained for a reasonable period so that we have an appropriate record of the enquiry and our response, after which it will be securely deleted when no longer required.
Security
We take reasonable technical and organisational measures to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.
No method of transmitting information over the internet is completely secure, which is why we ask you not to submit sensitive personal or financial information through the initial website enquiry form.
Cookies and website operation
Our website may use cookies or similar technologies that are necessary for the website and its administrative functions to operate correctly.
If we introduce analytics, advertising or other non-essential technologies in the future, we will review this Privacy Policy and any applicable cookie-consent requirements before doing so.
Your data protection rights
Depending on the circumstances, UK data protection law may give you rights including the right to:
- ask for access to personal information we hold about you;
- ask us to correct inaccurate or incomplete information;
- ask us to erase your personal information in certain circumstances;
- ask us to restrict the way we use your information in certain circumstances;
- object to certain processing;
- receive certain personal information in a portable format where applicable; and
- withdraw consent where consent is the lawful basis on which information is being processed.
These rights do not apply in every circumstance and may be subject to legal exemptions.
To exercise your rights, contact contact@cibwealth.com.
Complaints
If you have concerns about how we use your personal information, please contact us first so that we have an opportunity to address them.
You also have the right to complain to the Information Commissioner’s Office (ICO), the UK’s data protection regulator.
Information Commissioner’s Office
Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes to our services, website or legal obligations. The latest version will always be published on this page.